Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Rita Smith ducey is a financial advisor with Bull Harbor Capital LLC, where Paige has been registered since August 3, 2023. Paige has been working in the financial industry since October 2011. Previously, Paige has been registered with Northwestern Mutual Investment Services, LLC, LPL Financial LLC, and Voya Financial Advisors, Inc. Paige holds a Series 6, Series 7, Series 63, and Series 66 license and specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
08/03/2023 - Present
Bull Harbor Capital LLC (BETHESDA MD)
SC
04/26/2018 - 08/16/2018
PURSHE KAPLAN STERLING INVESTMENTS (Charleston SC)
SC
09/25/2017 - 03/05/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
SC
05/08/2017 - 05/12/2017
LPL FINANCIAL LLC (MT. PLEASANT SC)
SC
10/20/2011 - 05/02/2017
VOYA FINANCIAL ADVISORS, INC. (Mt Pleasant SC)
CT
07/21/2003 - 12/16/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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